Jones Financial Companies
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Jones Financial Companies’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Jones Financial Companies’s Portfolio FTCB Stock Details FTCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15K Sell
718
-1,944
-73% -$40.7K ﹤0.01% 3627
2026
Q1 		$55.2K Buy
+2,662
New +$56.4K ﹤0.01% 2920

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies's FTCB Position: Q2 2026 in Review

Jones Financial Companies reduced its First Trust Core Investment Grade ETF (FTCB) stake by 73% in Q2 2026, selling an estimated $40.7K and leaving 718 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #3627.

Jones Financial Companies first reported a position in FTCB in Q1 2026 and has held it in 2 quarters since. The position peaked at $55.2K in Q1 2026. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Jones Financial Companies held 718 shares of First Trust Core Investment Grade ETF worth $15K as of Q2 2026.
  • Jones Financial Companies sold 1,944 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $40.7K.
  • First Trust Core Investment Grade ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3627 holding.
  • Jones Financial Companies first reported a position in First Trust Core Investment Grade ETF in Q1 2026 and has held it in 2 quarters since.
  • Jones Financial Companies's First Trust Core Investment Grade ETF position peaked at $55.2K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.